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Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.
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Logic suggests that fund managers can market to financial advisors as much as they want in an exploding market. Wrong.
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Alexandria, Virginia – October 8, 2018: SunStar Strategic released the results of its joint financial advisor research project with Discovery Data today at the Tiburon CEO Summit XXV in San Francisco, CA.
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Periods of uncertainty can often coincide with market volatility.
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Alexandria, Virginia – September 18, 2018: The Web Marketing Association has presented SunStar Strategic with a 2018 Award for Outstanding Achievement in Web Development.
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Alexandria, Virginia – September 10, 2018: SunStar Strategic is pleased to announce it has promoted Ben Gerow and Jake Oxley to account executives.
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Alexandria, Virginia – September 4, 2018: SunStar Strategic is pleased to announce it has promoted Melissa Murphy, a partner in the firm, to executive vice president.
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If you don't have a digital presence you're going to be left in the dust.
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When it comes to building your brand it's a marathon, not a sprint.
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Alexandria, Virginia – July 2, 2018: SunStar Strategic, a leading financial public relations and marketing firm, announced the launch of a new website for Plumb Funds, plumbfunds.com.
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The concept of SPIN selling was originally introduced in 1988, but it has stood the test of time and remains a solid and successful technique for sales teams to employ.
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Should local wealth managers consider a national press outreach plan?
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If a feature story was written about your firm, what would it say about you? How can you stand out from the crowd and still be yourself?
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Daniel Pink, best-selling author, has written several books on behavior, work, and motivation. His book on sales/marketing, To Sell is Human: The Surprising Truth About Moving Others, offers an interesting take on how sales should be viewed.